To achieve steady, low volatility returns by investing across sectors. A curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global’s proprietary Investment Criteria.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -3.00% | 0.92 | 13.66% | 60% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 3.4% | 7.4% | 1.5% | -1.5% | 28.8% | 28.9% | |||
| NSE 500 | 4.5% | 8.5% | 7.1% | 5.4% | 28.7% | 19.5% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| First Global The India Super 50 | Multi Cap | Ms. Devina Mehra, Mr. Shankar Sharma, Mr. Alok Kumar & Team | 11 February 2020 | 2Y 7M | - | NSE 500 | 28.9% | 66 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.17% | -2.84% | 60% | -4.01% | 0.73 | 13.66% | -0.53 | 13.05% | 0.81 | 53.33 % |
| Nifty 500 | -1.70% | -1.3% | -3.00% | 0.92 | 11.69% | 0.76 | 50.00 % | |||
| Nifty Midcap 100 | -5.27% | 3.55% | -1.72% | 0.78 | 7.87% | 0.43 | 43.33 % | |||
| Nifty Smallcap 100 | 0.11% | 9.49% | 9.60% | 0.59 | 11.73% | 0.52 | 43.33 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| ICICI Bank Ltd | 4.45 |
| State Bank of India | 4.33 |
| Reliance Industries Ltd | 2.92 |
| ITC Ltd | 2.92 |
| Raymond Ltd | 2.68 |
| Top 5 Equity Holdings | 17.31 |
Sector Allocation
| Holding | % |
|---|---|
| Industrials | 7.00 |
| Consumer Discretionary | 11.00 |
| Health Care | 12.00 |
| Information Technology | 23.00 |
| Materials | 31.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 56.9 |
| Mid Cap | 25.8 |
| Small Cap | 14.7 |
| Cash | 2.6 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of First Global PMS
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Disclaimer
#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jun 22.
